POSITION SUMMARY:
Are you looking to advance your career by building a book of business helping clients make smart financial decisions? Do you want the stability, marketing, investment support of a fast-growing financial services company to advance your sales career and be a top-paid Advisor? As a Financial Advisor with Peak American Financial, you'll help clients achieve PEAK performance in retirement and change the probability of winning for investors with $500,000 to $3mm in investable assets by providing sound financial advice across all aspects including investments, financial planning, legacy planning, and life and annuity solutions. It's a tremendous responsibility and hard work, that offers talented sales professionals with a passion in finance to earn a high compensation package while building a long-term book of business that compensates you over the long-term - but we promise, you won't go it alone. Your PEAK Team will provide you extensive support with direct and indirect marketing paid for on your behalf for lead generation, the investment and planning support backed by an dynamic Investment Team of industry leaders including CFA’s and Media personalities appearing on outlets such as Fox Business News and CNBC. We are looking for quality talent who will be committed to our PEAK Performance Philosophy and dynamic investment team and who prefers to work in a culture that’s built on a meritocracy. We are building a high performing culture and the “Cookie Cutter” Corporate Mentality types that want to work 9-5 would be a better fit for our competitors - Should NOT apply!
We offer a very competitive base salary and total compensation package that’s uncapped including full employee benefits package to support your efforts, commitment to the PEAK Performance Philosophy and your family’s well-being.
ESSENTIAL JOB FUNCTIONS:
- Generate client prospects by presenting at local workshops paid for the by firm 2-3x a month including hosting seminars, joining networking groups, utilizing online social media, and asking for referrals.
- Calling on digital leads that will be provided to you by the firm (5-10 a week) and executing a marketing and communications strategy to close new business for wealth management including life and annuity sales.
- Schedule and conduct financial planning and advice meetings and follow ups with clients and client prospects.
- Quarterly and ongoing client service building deep and meaningful relationships with clients to provide solutions that support their financial goals as their life evolves.
- Build a book of business over the long-term that can offer you significant payouts and the freedom you deserve as your career progresses to live life the way you want.
- Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
- Commitment to ongoing professional development, learning, our corporate values and the PEAK Performance Philosophy.
EDUCATION/QUALIFICATIONS/EXPERIENCE:
- 7+ years of work experience with a proven track record of working in one or more of the areas of the financial industry including wealth advisory, investments, asset management, wholesaling, client service, institutional or retail investment sales, insurance, and financial planning.
- Proven track record with client interfacing including experience or high degree of comfort with conducting financial workshops and/seminars.
- Strong verbal and written communication skills for digital sales over the phone and taking clients through the sales process.
- Solid investment acumen and/knowledge and passion for the markets including key financial planning topics.
- Have a network of personal and professional contacts within the local area that you may engage for referrals.
- Showcase a background in building strong relationships and delivering superior client service.
- Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
- Strong preference for the State IAR Series 65 or ability to obtain required licenses within 150 days of hire:
· State IAR (Series 65 or Series 66)
· State Life, Health Insurance and Variable Products lines
PREFERRED QUALIFICATIONS
- Four-year college degree, or equivalent
- Demonstrate an entrepreneurial spirit and a desire to succeed in a performance-oriented environment.
- Willingness and desire to be part of a team environment.
- Proven track record of continued success in all industries and careers including, but not limited to: • Asset Management • Investment Management • Institutional Sales • Portfolio Management • Accountants • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Investment Consultants • Entrepreneurs • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Sales and marketing professionals • Mortgage Bankers
Job Types: Full-time, Permanent
Pay: $200,000.00 - $500,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
Weekly schedule:
Work setting:
Experience:
- Asset management: 5 years (Preferred)
License/Certification:
Work Location: In person